Perspective Financial Group Ltd
Perspective Financial Group Ltd is the parent company of over 46 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking to join a national group, or you are an individual or company looking for expert financial advice please visit email us at hello@pfgl.co.uk or call us on 0330 053 9349.
7-day free trial · no credit card
Verified contacts
200
available on Kipplo
LinkedIn employees
396
501 to 1000 range
Open roles
—
no listings
Distinct roles
140
indexed titles
Tech stack
1
tools in use
Monthly traffic
38
organic / mo
Sign up free to see all 200 verified contacts at Perspective Financial Group Ltd
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- HS
Hannah Scott
Acquisitions Compliance Manager · Legal
EmailPhone - MS
Max Samuel
Financial Planner · Finance & Accounting
EmailPhone - PG
Paul Golding
Financial Planner · Finance & Accounting
EmailPhone - AH
Alessia Hildenbrand
m & a Data Analyst · Information Technology
EmailPhone - JP
Jasmine Peter
Client Administrator · Operations
EmailPhone - KT
Kane Theobald
Finance Administrator · Finance & Accounting
EmailPhone - LO
Lisa Oldroyd
Financial Administrator · Finance & Accounting
EmailPhone - JK
Jim Knights
Director · General Business & Management
EmailPhone - JM
Julie Meulenbergs
Head of Business Monitoring · Other
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Perspective Financial Group Ltd
140 distinct titles indexed · top 10 shown.
- 37financial planner
- 20financial administrator
- 18paraplanner
- 8trainee paraplanner
- 7administrator
- 7chartered financial planner
- 6business monitoring officer
- 4director
- 4financial advisor
- 4independent financial planner
- +130more titles
Sign up to unlock all 200 contacts at Perspective Financial Group Ltd
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 200 verified contacts at Perspective Financial Group Ltd
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.